Alta Wealth Advisors LLC Ishares Tr Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 3,527 shares of IEFA stock, worth $253,450. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,527

Previous 3,682 4.21%

Holding current value

$253,450

Previous $267,000 3.0%

% of portfolio

0.13%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$70.09 - $78.74 $10,863 - $12,204	-155 Reduced 4.21%	3,527 $275,000
Q2 2024 Jul 24, 2024	BUY	$70.77 - $76.19 $24,981 - $26,895	353 Added 10.6%	3,682 $267,000
Q1 2024 May 01, 2024	SELL	$68.14 - $74.43 $1,907 - $2,084	-28 Reduced 0.83%	3,329 $247,000
Q4 2023 Feb 12, 2024	SELL	$61.3 - $70.47 $81,345 - $93,513	-1,327 Reduced 28.33%	3,357 $236,000
Q1 2023 Apr 21, 2023	BUY	$62.17 - $67.7 $11,998 - $13,066	193 Added 4.3%	4,684 $313,000
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $29,316 - $35,644	-560 Reduced 11.09%	4,491 $0
Q3 2022 Oct 17, 2022	SELL	$52.32 - $63.1 $66,708 - $80,452	-1,275 Reduced 20.15%	5,051 $266,000
Q2 2022 Jul 28, 2022	BUY	$57.91 - $70.46 $60,400 - $73,489	1,043 Added 19.74%	6,326 $372,000
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $146,384 - $157,308	2,023 Added 62.06%	5,283 $394,000
Q3 2021 Oct 13, 2021	BUY	$72.98 - $78.2 $8,392 - $8,993	115 Added 3.66%	3,260 $242,000
Q2 2021 Aug 02, 2021	BUY	$73.11 - $77.88 $2,631 - $2,803	36 Added 1.16%	3,145 $235,000
Q1 2021 Apr 20, 2021	SELL	$68.58 - $73.12 $3,017 - $3,217	-44 Reduced 1.4%	3,109 $224,000
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $183,283 - $219,795	3,153 New	3,153 $218,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Account

Alta Wealth Advisors LLC Ishares Tr Transaction History